SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 811 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2017. The put-call ratio across all filers is 1.10 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $583,000 | -1.9% | 1,187 | -4.8% | 0.30% | +20.2% |
| Q1 2021 | $594,000 | +22.5% | 1,247 | +7.9% | 0.25% | +11.0% |
| Q4 2020 | $485,000 | +23.7% | 1,156 | 0.0% | 0.23% | +13.4% |
| Q3 2020 | $392,000 | +43.1% | 1,156 | +37.0% | 0.20% | +37.7% |
| Q2 2020 | $274,000 | +58.4% | 844 | +28.1% | 0.15% | +32.7% |
| Q1 2020 | $173,000 | +5.5% | 659 | +50.8% | 0.11% | +48.6% |
| Q4 2019 | $164,000 | +6.5% | 437 | 0.0% | 0.07% | +4.2% |
| Q3 2019 | $154,000 | +14.1% | 437 | +15.0% | 0.07% | +14.5% |
| Q2 2019 | $135,000 | +3.1% | 380 | 0.0% | 0.06% | +8.8% |
| Q1 2019 | $131,000 | +138.2% | 380 | +108.8% | 0.06% | +119.2% |
| Q4 2018 | $55,000 | -36.8% | 182 | -23.2% | 0.03% | -21.2% |
| Q3 2018 | $87,000 | +33.8% | 237 | +30.2% | 0.03% | +22.2% |
| Q2 2018 | $65,000 | +4.8% | 182 | 0.0% | 0.03% | +50.0% |
| Q1 2018 | $62,000 | -1.6% | 182 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $63,000 | +40.0% | 182 | +32.8% | 0.02% | +20.0% |
| Q3 2017 | $45,000 | +40.6% | 137 | +34.3% | 0.02% | +36.4% |
| Q2 2017 | $32,000 | +128.6% | 102 | +85.5% | 0.01% | +57.1% |
| Q3 2014 | $14,000 | 0.0% | 55 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $14,000 | 0.0% | 55 | 0.0% | 0.01% | +75.0% |
| Q1 2014 | $14,000 | +7.7% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $13,000 | +8.3% | 55 | 0.0% | 0.00% | -20.0% |
| Q3 2013 | $12,000 | 0.0% | 55 | 0.0% | 0.01% | +25.0% |
| Q2 2013 | $12,000 | – | 55 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |